Role Description
We are seeking an
Appointment Setter (SDR)
to join the Patient Enrollment Team and help turn qualified interest into committed consultations. This is
not a basic scheduling position
. You will act as a
sales-minded pre-closer
, responsible for:
-
Responding to inbound and outbound leads
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Building rapport with patients, caregivers, spouses, adult children, and other decision-makers
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Understanding basic qualification criteria
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Creating value around the consultation
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Scheduling qualified patients with a Sales Closer
You will be measured by both
appointment volume and appointment quality
. Booking appointments is only part of the jobβthe goal is to create qualified, committed patients who are prepared for a productive conversation with the closer.
Key Responsibilities
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Respond quickly to new inbound leads and assigned outbound opportunities through phone, text, email, and other approved channels.
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Follow the company's established lead-contact and follow-up process consistently.
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Build rapport with patients, caregivers, spouses, adult children, and other decision-makers.
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Conduct discovery conversations to understand the prospect's needs, concerns, goals, and readiness for the next step.
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Confirm approved qualification criteria before scheduling a consultation.
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Explain the purpose and value of the consultation clearly so prospects understand what to expect.
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Create excitement and commitment around the next conversation without using pressure or making medical promises.
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Encourage appropriate decision-makers, such as spouses or caregivers, to participate in the consultation.
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Handle common objections related to scheduling, timing, and the consultation process using approved language.
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Ask confidently for a firm date and time commitment.
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Use closer calendars efficiently and prioritize appropriate same-day or next-day opportunities when available.
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Follow up consistently with prospects who have expressed interest but have not yet booked.
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Document every interaction accurately in GoHighLevel (GHL).
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Maintain accurate pipeline stages, dispositions, notes, appointment details, tasks, lead sources, and setter attribution.
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Maintain a high level of CRM accuracy and promptly resolve QA or AI-generated exceptions.
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Communicate lead-quality insights, patient feedback, technical issues, and recurring objections to your CSM or Team Lead.
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Participate in coaching, role-play, call reviews, script training, and team meetings.
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Apply coaching feedback quickly and continuously improve your performance.
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Coordinate with reschedulers, QA, Sales Closers, Marketing, and other team members to ensure qualified opportunities are not lost.
Qualifications
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At least 2 years of experience in appointment setting, SDR, inside sales, call-center sales, patient coordination, customer service, or another phone-based sales role.
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Strong spoken and written English with clear, warm, confident, and professional communication.
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Comfortable having meaningful phone conversations and building rapport quickly.
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Ability to follow a proven script while keeping conversations natural and personalized.
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Comfortable asking qualification questions, handling objections, and confidently requesting an appointment commitment.
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Strong follow-up and organizational skills.
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Experience working with CRM systems.
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Comfortable learning and using tools such as GoHighLevel, Kixie, Zoom, Slack, spreadsheets, and AI-powered coaching tools.
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Comfortable working in a KPI-driven environment where performance, activity, quality, and conversion are measured.
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Strong attention to detail and commitment to maintaining accurate CRM records.
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Ability to work independently from a private, quiet, professional remote environment with reliable high-speed internet.
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Availability for a staggered five-day schedule with assigned weekend coverage.
Preferred Qualifications
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Experience in high-ticket, consultative, healthcare, wellness, or direct-to-consumer sales.
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Experience speaking with older adults, patients, caregivers, spouses, or families dealing with sensitive health concerns.
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Experience with GoHighLevel, Kixie, or comparable CRM and power-dialer platforms.
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Experience working in a remote, KPI-driven sales organization.
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Experience with call recording, call scoring, AI-powered coaching, or quality-assurance systems.
Benefits
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$1,200/month base compensation + commission
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$50 per Detect Kit sold from eligible setter-attributed appointments.
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Fully remote position.
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Full-time schedule supporting department coverage Monday through Sunday.
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Staggered five-day workweek with planned rest days and assigned weekend coverage.
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Performance-driven environment with clear KPIs and opportunities to grow with the team.
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All commissions are subject to the company's attribution, payment, refund, cancellation, and CRM policies.